Mount Lucas Management’s Seagate STX Stock Holding History

Mount Lucas Management’s Portfolio STX Stock Details STX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$433K	Buy	+1,105	New	+$422K	0.16%	142
2020 Q4	–	Sell	-141,697	Closed	-$6.98M	–	132
2020 Q3	$6.98M	Sell	141,697 -8,600	-6%	-$404K	1.46%	13
2020 Q2	$7.28M	Sell	150,297 -3,362	-2%	-$169K	1.44%	10
2020 Q1	$7.5M	Buy	153,659 +40,062	+35%	+$2.14M	1.54%	8
2019 Q4	$6.76M	Sell	113,597 -35,470	-24%	-$2.04M	1.35%	23
2019 Q3	$8.02M	Buy	+149,067	New	+$7.31M	1.44%	27
2014 Q1	–	Sell	-368,219	Closed	-$20.7M	–	109
2013 Q4	$20.7M	Sell	368,219 -9,371	-2%	-$463K	4.52%	4
2013 Q3	$16.5M	Sell	377,590 -327,012	-46%	-$13.7M	3.63%	4
2013 Q2	$31.6M	Buy	+704,602	New	+$28.4M	7.18%	2

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Lucas Management's STX Position: Q1 2026 in Review

Mount Lucas Management opened a new position in Seagate (STX) in Q1 2026: 1,105 shares worth $433K. The stake represents 0.16% of the portfolio and ranks #142 among its holdings. This is a return to the name: Mount Lucas Management previously reported a position in STX as recently as Q3 2020.

Mount Lucas Management first reported a position in STX in Q2 2013 and has held it in 9 quarters since. The position peaked at $31.6M in Q2 2013. 1,457 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Mount Lucas Management held 1,105 shares of Seagate worth $433K as of Q1 2026.
Seagate was a new Mount Lucas Management position in Q1 2026.
Seagate made up 0.16% of Mount Lucas Management's portfolio in Q1 2026, its #142 holding.
Mount Lucas Management first reported a position in Seagate in Q2 2013 and has held it in 9 quarters since.
Mount Lucas Management's Seagate position peaked at $31.6M in Q2 2013.
1,457 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.